While some of the largest investors have found success implementing the “endowment model” approach to investing, large and mid-sized college/university endowments attempting to emulate the model have not had the same success. The impact of the COVID-19 pandemic may also play a role in an organization’s ability to pursue the model.

Knowledge Center Is the Endowment Model Right for Your University? Key factors to consider before implementing this popular investment strategy

We partnered with Association of Governing Boards (AGB) and Idaho State University to show an example of the construction of a successful implementation of the endowment model, additional impacts caused by the COVID-19 pandemic and concerns and potential risks for those attempting to replicate it.

This webinar discusses:

  • What is the endowment model approach to investing and how has it worked?
  • How could the current and post-pandemic environment impact the endowment model?
  • Should financially stronger universities attempt to replicate the model?

Speakers

Andy Daly, managing director, SEI 

Shauna Croft, director of finance and operations, Idaho State University Foundation

Watch the Replay

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Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI). AGB is not affiliated with SEI or its subsidiaries.

There are risks involved with investing including loss of principal. No investment strategy, including diversification, can protect against market risk or loss.